HubSpot CRM, Podio, Google Analytics, Help Scout, Klaviyo, Capsule CRM Integrations

Google Analytics
Help Scout
HubSpot CRM
Klaviyo
Podio
Capsule CRM
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Triggers

HubSpot CRM

Watch calendar events

Trigger when there is a new event in the calendar (only for users with the paid Marketing account). It works up to 500 tasks in the interval between start date and the end date.

HubSpot CRM

Watch contacts added to a list

Triggers when a new contact is added to a list (only for users with the paid Marketing account).

HubSpot CRM

Watch engagements

Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

HubSpot CRM

Watch files

Triggers when a new file is stored in file manager.

HubSpot CRM

Watch notifications INSTANT

Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters. You can have only one webhook URL per 1 developer application. You can created more subscriptions for this one webhook.

HubSpot CRM

Watch records

Triggers when a contact, a company, or a deal has been recently modified or created within last 30 days. The output is limited to 10K.

HubSpot CRM

Watch submissions for a form

Triggers when data is submitted form a given form.

HubSpot CRM

Watch task events

Triggers when there is a new task event in the calendar (only for users with the paid Marketing account). It works up to 500 tasks in the interval between start date and the end date.

Podio

Watch apps

Triggers when a new application is created.

Podio

Watch comments

Triggers when a new comment is created.

Podio

Watch contacts

Triggers when a new contact is created.

Podio

Watch files

Triggers when a new file is added.

Podio

Watch items

Triggers when a new item is created or existing item is updated.

Podio

Watch notifications

Triggers when a new notification is created.

Podio

Watch organizations

Triggers when a new organization is created.

Podio

Watch tasks

Triggers when a new task is created.

Podio

Watch views

Triggers when a new view is created.

Podio

Watch workspaces

Triggers when a new workspace is created.

Podio

Watch events INSTANT

Triggers as soon as a new event occurs.

Help Scout

Watch Conversations INSTANT

Triggers when one or more of the following events occur (Conversation Agent Reply Created, Conversation Assigned, Conversation Created, Conversation Customer Reply Created, Conversation Deleted, Conversation Merged, Conversation Moved, Conversation Note Created, Status Changed in Conversation, Tags Created, Edited, Removed, or Merged in Conversation).

Help Scout

Watch Customers INSTANT

Triggers when a customer is created.

Help Scout

Watch Satisfaction Rating INSTANT

Triggers when a satisfaction rating is received.

Klaviyo

Watch a person's event timeline for a particular metric

Triggers when there is a new person's batched timeline for one specific event type.

Klaviyo

Watch campaigns

Triggers when a new campaign is created.

Klaviyo

Watch profiles on a list

Triggers when a new profile of the predefined set is added to the given list, based on their e-mail addresses. The set can have maximum of 100 emails.

Klaviyo

Watch profiles on a segment

Triggers when a new profile of the predefined set is added to the given segment, based on their e-mail addresses. The set can have maximum of 100 emails.

Capsule CRM

Watch new Cases

Check if new Case was created.

Capsule CRM

Watch new Opportunities

Check if new Opportunity was created.

Capsule CRM

Watch new Parties

Check if new Party was created.

Capsule CRM

Watch new Tasks

Check if new Task was created.

Actions

HubSpot CRM

Add a contact to a company

Adds a contact to a company.

HubSpot CRM

Associate a deal

Associates a deal with a contact or a company.

HubSpot CRM

Associate an engagement with a CRM object

Associates an engagement with a contact, company, or deal.

HubSpot CRM

Create a folder

Creates a folder.

HubSpot CRM

Create an engagement

Creates an engagement (a note, task, or activity) on an object in HubSpot. Engagements are any interaction with a contact that should be logged inside of the CRM.

HubSpot CRM

Create a record

Creates a contact, a company, or a deal.

HubSpot CRM

Create a ticket

Creates a ticket.

HubSpot CRM

Create or update a contact

Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.

HubSpot CRM

Create or update a group of contacts

Creates a group of contacts or update them if they already exist. Performance is best when batch size is limited to 100 contacts or fewer. Changes made through this endpoint are processed asynchronously, so can take several minutes for changes to be applied to contact records.

HubSpot CRM

Create or update a timeline event

Creates or updates a timeline event. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.

HubSpot CRM

Define a task

Defines a task (only for users with the paid Marketing account).

HubSpot CRM

Delete a file

Permanently deletes a file and all related data and thumbnails from file manager.

HubSpot CRM

Delete a folder

Marks a folder as deleted.

HubSpot CRM

Delete an engagement

Deletes an engagement (a task or activity) on an object in HubSpot.

HubSpot CRM

Delete a record

Deletes a contact, a company, or a deal.

HubSpot CRM

Delete a task

Deletes a task (only for users with the paid Marketing account).

HubSpot CRM

Get a deal pipeline

Returns a specific deal pipeline.

HubSpot CRM

Get an owner

Returns details for an owner.

HubSpot CRM

Get a record

Gets a contact, a company, or a deal.

HubSpot CRM

Get a record property

Gets metadata for a specific record property by its (internal) name.

HubSpot CRM

Merge contacts

Merges contacts

HubSpot CRM

Move a file

Moves a file to a different folder.

HubSpot CRM

Remove a contact from a company

Removes a contact from a company.

HubSpot CRM

Remove association of a deal

Removes association of a deal.

HubSpot CRM

Submit data to a form

Sends form submission data to HubSpot.

HubSpot CRM

Update a record

Updates a contact, a company, or a deal.

HubSpot CRM

Upload a file

Uploads a new file to the file manager.

Podio

Create an app item

Creates an app item.

Podio

Update an app item

Updates an already existing app item.

Podio

Delete an app item

Deletes an app item.

Podio

Search for app items

Returns app items matching the searched text.

Podio

Filter app items

Returns items matching the specified criteria.

Podio

Get app item

Retrieves an app item with a given ID.

Podio

Create a task

Creates a new task.

Podio

Edit a task

Edits an existing task.

Podio

Delete a task

Deletes an existing task.

Podio

Create a comment

Creates a new comment.

Podio

Edit a comment

Edits an existing comment.

Podio

Delete a comment

Deletes an existing comment.

Podio

Create a status

Creates a new status.

Podio

Attach a file

Attaches a file to a given object.

Podio

Edit a status

Edits an existing status.

Podio

Get app field

Gets an app dropdown field and it's values.

Podio

Make an API call

Makes a raw API call. The module allows you to make an arbitrary API call using the existing connection.

Podio

Delete a status

Deletes an existing status.

Podio

Get contacts

Retrieves a list of contacts.

Podio

Complete a task

Completes a task.

Google Analytics

Get a report

Returns data related to a selected web.

Help Scout

Create Conversation

Creates a conversation in a mailbox with at least one thread.

Help Scout

Create Customer

Creates a new customer.

Help Scout

Create Email

Creates a new email for an existing customer

Help Scout

Create Chat Handle

Creates a new chat handle for an existing customer.

Help Scout

Create or Update Address

Creates or updates an address for an existing customer.

Help Scout

Create Phone

Creates a new phone number for an existing customer.

Help Scout

Create Social Profile

Creates a new social profile for an existing customer.

Help Scout

Create Thread

Creates a new thread of chat, customer, note, phone, and reply.

Help Scout

Create Website

Creates a new website for an existing customer.

Help Scout

Delete Address

Deletes an address of a customer.

Help Scout

Delete Conversation

Deletes a conversation.

Help Scout

Delete Email

Deletes an email of a customer.

Help Scout

Delete Chat Handle

Deletes a chat handle of a customer.

Help Scout

Delete Phone

Deletes a phone number of a customer.

Help Scout

Delete Social Profile

Deletes a social profile of a customer.

Help Scout

Delete Website

Deletes a website of a customer.

Help Scout

Get Address

Gets the address of a customer with a given ID.

Help Scout

Get Conversation

Gets information about a conversation by ID.

Help Scout

Get Customer

Gets information about a mailbox by ID.

Help Scout

Get Mailbox

Gets information about a mailbox by ID.

Help Scout

Make an API Call

Performs an arbitrary authorized API call.

Help Scout

Update Conversation

Updates conversation data.

Help Scout

Update Customer

Updates customer data.

Help Scout

Update Email

Updates an email of a customer.

Help Scout

Update Chat Handle

Updates a chat handle of a customer.

Help Scout

Update Phone

Updates a phone number of a customer.

Help Scout

Update Social Profile

Updates a social profile of a customer.

Help Scout

Update Thread

Updates an existing thread.

Help Scout

Update Website

Updates a website of a customer.

Klaviyo

Add someone to a list

Adds a new person to the specified list. This module is DEPRECATED. Use the module to subscribe or re-subscribe profiles to a list instead.

Klaviyo

Add/Update a user's attributes

Adds or updates one more more attributes for a Person, based on the Klaviyo person ID.

Klaviyo

Cancel a campaign

Cancels a campaign.

Klaviyo

Clone a campaign

Clones a campaign.

Klaviyo

Create/Update a campaign

Creates a new campaign, or updates details of the given campaign.

Klaviyo

Get a person's attributes

Retrieves all the data attributes for a person, based on the Klaviyo person ID.

Klaviyo

Get list details

Returns information about a list.

Klaviyo

Get summary information for a list

Returns summary information for the list. This module is DEPRECATED. Use the module to get list details instead.

Klaviyo

Send a campaign immediately

The endpoint queues a campaign for immediate delivery.

Klaviyo

Schedule a campaign

Schedules a campaign for a time in the future.

Klaviyo

Subscribe profiles to a list

Subscribes or re-subscribes profiles to a list.

Klaviyo

Track events

Tracks when someone takes an action or does something.

Klaviyo

Track properties

Tracks properties about an individual without tracking an associated event.

Klaviyo

Unsubscribe and remove profiles from a list

Unsubscribes and removes profiles from a list.

Capsule CRM

Add an Additional Party in Case

Add an person or organisation as an additional contact to the case.

Capsule CRM

Add an Additional Party in Opportunity

Add an person or organisation as an additional contact to the opportunity

Capsule CRM

Create a Case

Creates a new case.

Capsule CRM

Create a Custom Field

Creates a new party, opportunity or case custom field.

Capsule CRM

Create a Milestone

Creates a new opportunity milestone.

Capsule CRM

Create an Entry

Creates a new entry.

Capsule CRM

Create an Opportunity

Creates a new opportunity.

Capsule CRM

Create a Party

Creates a new party.

Capsule CRM

Create a Tag

Defines a new party, opportunity or case tag.

Capsule CRM

Create a Task

Creates a new task.

Capsule CRM

Create a Task Category

Creates a new task category.

Capsule CRM

Create a Track

Applies a Track definition to a case or opportunity to create a track.

Capsule CRM

Delete a Case

Fully delete the specific case from Capsule.

Capsule CRM

Delete a Custom Field

Removes a custom field from your capsule account

Capsule CRM

Delete a Milestone

Removes a Milestone from the capsule account. You cannot delete a Milestone while it is still being used on an Opportunity. First you need to update the Milestone on all such Opportunities.

Capsule CRM

Delete an Entry

Removes an entry from the capsule account and any associated attachments.

Capsule CRM

Delete an Opportunity

Fully delete a specific opportunity from capsule.

Capsule CRM

Delete a Party

Fully delete the specific party from capsule.

Capsule CRM

Delete a Tag

Removes a tag from the capsule account. NOTE that this will remove the tag from any parties, opportunities and cases it was assigned to.

Capsule CRM

Delete a Task

Fully delete the specific task from capsule.

Capsule CRM

Delete a Task Category

Removes a category from your capsule account. Any tasks under this category will be retained but will become uncategorized.

Capsule CRM

Delete a Track

Remove track and related tasks from case or opportunity.

Capsule CRM

Remove an Additional Party in Case

Remove that person or organisation as an additional contact of the case.

Capsule CRM

Remove an Additional Party in Opportunity

Remove that person or organisation as an additional contact of the opportunity.

Capsule CRM

Show a Case

Show a specified case

Capsule CRM

Show a Custom Field

Show a specified custom field.

Capsule CRM

Show a Milestone

Show a specific milestone.

Capsule CRM

Show an Entry

Show a specified note, email or the details of a completed party task.

Capsule CRM

Show an Opportunity

Returns a specific opportunity.

Capsule CRM

Show a Party

Show a specified person or organisation.

Capsule CRM

Show a Tag

Show a specific tag.

Capsule CRM

Show a Task

Show a specific task.

Capsule CRM

Show a Task Category

Show a specific Task Category.

Capsule CRM

Show a Track

Show a specific track.

Capsule CRM

Update a Case

Updates an existing case

Capsule CRM

Update a Custom Field

Update the details of a party, opportunity or case field definition.

Capsule CRM

Update a Milestone

Update the name, description or probability of a milestone.

Capsule CRM

Update an Entry

Update the content of notes and emails.

Capsule CRM

Update an Opportunity

Updates an existing opportunity

Capsule CRM

Update a Party

Update an existing party. Fields that are not included in the request will remain unchanged.

Capsule CRM

Update a Tag

Update the details of a party, opportunity or case tag.

Capsule CRM

Update a Task

Updates an existing Task.

Capsule CRM

Update a Task Category

Allows to rename or change the colour of the task category.

Capsule CRM

Update a Track

Updates basic details about a track.

Searches

HubSpot CRM

List all contacts

Returns all contacts that have been created in the portal. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID.

HubSpot CRM

List contacts of a company

Retrieves a list of contacts in the company. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID.

HubSpot CRM

List deal pipelines

Returns all deal pipelines for a given portal.

HubSpot CRM

List files

Retrieves a list of files stored in file manager.

HubSpot CRM

List forms

Retrieves a list of forms for a given portal.

HubSpot CRM

List owners

Returns all of the owners that exist inside of HubSpot.

HubSpot CRM

List records

Retrieves a list of contacts, companies, or deals. The output is limited to 5000 contacts, or 12500 companies, or 12500 deals.

HubSpot CRM

List tickets

Retrieves a list of tickets.

HubSpot CRM

List timeline event types

Retrieves a list of all timeline event types for a specific application. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.

HubSpot CRM

Search for companies by domain

Retrieves a list of companies based on an exact match to the domain property.

HubSpot CRM

Search for contacts

Retrieves a list of contacts using the search query.

Help Scout

List Conversations

Lists and filters all conversations.

Help Scout

List Customers

Lists and filters all customers

Help Scout

List Emails

Gets a list of customer email addresses.

Help Scout

List Chat Handles

Gets a list of chat handles for a given customer.

Help Scout

List Mailboxes

Gets a list of the mailboxes.

Help Scout

List Mailbox Folders

Gets a list of mailbox folders.

Help Scout

List Tags

Gets a list of tags.

Help Scout

List Threads

Gets a list of threads.

Klaviyo

Export metric data

Exports event data from Klaviyo, optionally filtering and segmented on available event properties.

Klaviyo

Check if someone is in a segment

Checks if one or more people are already members of the specified segment, based on their e-mail addresses.

Klaviyo

List all profiles in a list or in a segment

Returns profiles (emails, IDs) in a given list or segment.

Klaviyo

List campaign recipients

Returns summary information about email recipients for the campaign specified that includes each recipients email, customer ID, and status.

Klaviyo

List campaigns

Returns a list of all the campaigns you've created.

Klaviyo

List metrics

Returns a list of all the metrics.

Klaviyo

List the event timeline for a particular metric

Returns a batched timeline for one specific type of metric.

Klaviyo

Search profiles on a list

Returns profiles that are on a list and not suppressed. Profiles are checked based on the predefined set of their emails.

Capsule CRM

List Additional Parties in Case

The collection of additional parties related to this case.

Capsule CRM

List Additional Parties in Opportunity

The collection of additional parties related to this opportunity.

Capsule CRM

List Cases

The collection of Cases on the Capsule account.

Capsule CRM

List Custom Fields

The collection all of custom on your Capsule account.

Capsule CRM

List Deleted Cases

The collection of deleted cases on the Capsule account.

Capsule CRM

List Deleted Opportunities

Returns a collection of deleted opportunities on the Capsule account.

Capsule CRM

List Deleted Parties

A collections of parties that have been deleted from capsule since the date specified in the since parameter.

Capsule CRM

List Employees

The collection of employees linked to this organisation.

Capsule CRM

List Entries

List notes, emails and completed tasks for parties, cases and opportunities.

Capsule CRM

List Entries by Date

List notes, emails and the details of completed party tasks in descending order starting with the most recent entry date first.

Capsule CRM

List Milestones

The collection of all the milestones on your Capsule account.

Capsule CRM

List Opportunities

The collection of opportunities on the Capsule account.

Capsule CRM

List Opportunities by Party

The collection of all opportunities associated with the given party.

Capsule CRM

List Parties

The collection of Parties on the Capsule account.

Capsule CRM

List Tags

The collection of all of tags on your Capsule account.

Capsule CRM

List Task Categories

The collection of all the task categories on your Capsule account.

Capsule CRM

List Tasks

The collection of Tasks on the Capsule account.

Capsule CRM

List Track Definitions

List track definitions with the option to filter for only the track definitions for cases or opportunities.

Capsule CRM

List Tracks

List tracks for a specified case or opportunity.

Capsule CRM

Search Cases

Search for cases on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Opportunities

Search for opportunities on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Parties

Search for parties on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Show Multiple Cases

Allows to load a list of cases by providing their unique ids.

Capsule CRM

Show Multiple Opportunities

Returns a list of opportunities, specified by the opportunityIds provided.

Capsule CRM

Show Multiple Parties

Allows to load a list of parties by providing their unique ids.